Alasdair McKinnon, manager of The Scottish Investment Trust (SCIN), has recently made some significant changes to the trust’s portfolio.

Key points from the interview include:

• How the arrival of COVID-19 vaccines and the associated improvement in the global economic outlook have prompted these portfolio changes.
• The areas of the market where McKinnon sees interesting opportunities in the post-pandemic world.
• The effect of portfolio changes on performance.
• Factors that may support the trust’s long track record of regular dividend growth.

SCIN aims to provide investors with above-average returns by investing in undervalued international companies, and to achieve dividend growth ahead of UK inflation. The manager adopts a contrarian, value-focused investment approach.

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